See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $412,508 | $101,724+305.5% | $164,813+150.3% | $80,856+410.2% |
| Participation rate | 93.2% | 71.8%+21.4pp | 78.6%+14.6pp | 67.6%+25.5pp |
| Annual return | 9.33% | 16.72%-7.4pp | 69.93%-60.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $3,917 | $2,953+32.6% | $4,341-9.8% | $2,755+42.2% |
| Participant deferral / active EE | $7,755 | $4,477+73.2% | $6,031+28.6% | $4,296+80.5% |
| Admin fee / account holder | $6,938 | $8,227-15.7% | $12,690-45.3% | $6,918+0.3% |